IMPORTANT COMPANY LINKS
This resource has everything you need to succeed, whether you're a new Loan Officer, a Processor, or part of our Support Team. Use it as your one-stop shop for tools, guides, and important company info.
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IMPORTANT COMPANY LINKS
Table of contents
1. CHECKLISTS & WORKSHEETS [edit]
2. POLICIES & PROCEDURES [edit]
4. HOW-TO & QUICK REFERENCE GUIDES [edit]
6. GUIDELINES [edit]
CHECKLISTS & WORKSHEETS [edit]
- Roles & Responsibilities - Life of the Loan
- Document Checklist
- Estimating Fees
- DTI Calculator
- Income Worksheets & Calculators
- Processing Checklists
POLICIES & PROCEDURES [edit]
- 10 Fundamentals for LOs
- Employee Handbook
- New LO Orientation Slide | Loan Lifecycle
- Pipelines | TRID Compliance | Disclosures
- Disclosure Tips & Resources for Avoiding Cures
- Change in Circumstance & Final Fees
- Adverse Action | Aged Loans | Cloning Loans
- Pricing Engine & Rate Alerts
- Credit Reports
- Prospects | Pre-Approvals
- Fee Worksheets
- VOE Policy & Options
- Processing Options
- Processing Team Structure
- Submitting to Processing
- Changing Lenders
- Compensation Policy
- Commission & Steps to Get Paid
- LO Teamwork: Mentorships, Teams, Branches, and Production Partners
- Assisted LO Program & Loans Referred to Corporate
- Communication
- Out of Office Policy
- Remote Work & Systems Security
- Security: Borrower | Email | Wire | Account
- Staying Compliant
- Suspicious Activity | Fraud Policy
- AML Compliance
- Office Policy and Procedures
- Complaints & Feedback
- Workplace Violence Protection Plan
RESOURCES & INFO [edit]
- Swag Store
- Corporate ID Numbers | Info for USDA & VA Logins
- Continuing Education & Compliance Courses
- Licensing Info
- Marketing Info
- Credit Improvement Options
- Correspondent Info
- Rocket Contacts & Lock Extension Policy
- Understanding Loan Products
- HELOCs & Referral/Lender-Processed Products
- DPA Products
- Non-QM Lender's Pros & Cons
- Non-QM Business Purpose Loans by State
- Property Info Lookup Tools
- Preferred Escrow/Title Contacts
- Early Payoff Penalties (EPO)
HOW-TO & QUICK REFERENCE GUIDES [edit]
- MChat Q&A (AI Q&A Tool)
- Testing/Demo Site Info
- Service Desks - Submitting Tickets (for help/escalations from any department)
- Inviting Realtors to Receive Daily Rates
- Ordering Appraisals
- Illinois Anti-Predatory Lending Info
TRAINING [edit]
- Resources for Newly Joined Loan Officers
- Loan Factory Academy
- Loan Factory YouTube Page (Sales Related Videos)
- Rocket Training
- MGIC Income & Mortgage Training
GUIDELINES [edit]
- Rocket Guidelines
- Fannie Guides (for Conventional loans using DU)
- Freddie Guides (for Conventional loans using LP)
- FHA Guides
- VA Guides
- USDA Guidelines
- Non-QM Handbook (by Logan in our UW department)